Mateusz Merchel

Investment Banking Associate at Crosstree

Mateusz Merchel has a solid background in investment banking and financial advisory. Mateusz currently works at Crosstree as an Investment Banking Associate, a role they started in December 2022. Prior to that, they served as an Investment Banking Senior Analyst at Crosstree from April 2022 to December 2022.

Before joining Crosstree, they gained valuable experience at martinwolf | M&A Advisors. There, they worked as an Investment Banking Senior Analyst from October 2021 to April 2022 and as an Investment Banking Analyst from October 2020 to November 2021.

Mateusz also has experience at Merrill Lynch, where they held roles such as AVP, Financial Solutions Advisor from April 2020 to October 2020 and Financial Advisor from August 2018 to October 2020.

Mateusz Merchel attended the University of Washington - Michael G. Foster School of Business from 2014 to 2018, where they obtained a Bachelor's Degree in Business Administration and Management. In addition to their degree, they obtained a certification as a Personal Investment Advisor from Merrill Lynch Internal in December 2018. Mateusz also pursued certifications in Series 66, Series 7, and Series 79 from FINRA, although specific details regarding the month and year of obtaining these certifications are not available.

Links

Timeline

  • Investment Banking Associate

    December, 2022 - present

  • Investment Banking Senior Analyst

    April, 2022